Clio + Integración Hipcall

Clio

Clio permite a las firmas de abogados ofrecer mejores experiencias de cliente a través de software de gestión de prácticas, CRM y admisión de clientes basado en la nube.

Cuando esto sucede (Triggers)

Hacer esto (Acciones)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
Clio
New Activity
Triggers when a new activity is created.
Clio
New Bill
Triggers when a new bill is created.
Clio
New Contact
Triggers when a new contact is created.
Clio
New Matter
Triggers when a new matter is created.
Clio
New Task
Triggers when a new task is created.
Clio
Bill State Updated
Triggers when the state of a bill has changed.
Clio
Matter Status Updated
Triggers when the status of a matter has changed.
Clio
Matter Status Updated to Close
Triggers whenever a matter's status changes  to Close
Clio
Matter Status Updated to Open
Triggers whenever a matter's status changes to Open
Clio
Matter Status Updated to Pending
Triggers whenever a matter's status changes to Pending
Clio
New Calendar Entry
Triggers when a new calendar entry is created.
Clio
New Communication
Triggers when a new communication is created.
Clio
New Document
Triggers when a new document is created.
Clio
Create Matter
Creates a new matter.
Clio
Create Person Contact
Creates a person contact.
Clio
Create Company Contact
Creates a comapny contact.
Clio
Find Contact (Person or Company)
Retrives contacts (Person or Company) based on query.
Clio
Find Matter
Retrives the list of matters based on the conditions.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.